Bank of America Corp
BAC- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000070858
No open-market purchases or sales by Bank of America Corp insiders were filed in the last 90 days; 3,620 institutions reported holding it in 13F filings for Q2 2026, worth $304.8B in total; 4 superinvestors hold it, including Berkshire Hathaway and Harris Associates (Oakmark).
Other share classesBACRPBAC.PBBAC.PEBAC.PKBAC.PLBAC.PMBAC.PNBAC.POBAC.PPBAC.PQBAC.PSBML.PGBML.PHBML.PJBML.PLMER.PK
13F holders, Q3 2021
Institutional positions in Bank of America Corp as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,500
- +43 vs. Q2 2021
- Shares held
- 5.85B
- −199.3M (−3.3%) vs. Q2 2021
- Total value
- $248.4B
- −$923.5M (−0.4%) vs. Q2 2021
- New holders
- 144
- 1,016 more added
- Sold out
- 101
- 1,001 more reduced
38 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BAC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,620 | $304.8B |
| Q1 2026 | 3,493 | $259.2B |
| Q4 2025 | 3,616 | $303.6B |
| Q3 2025 | 3,367 | $281.7B |
| Q2 2025 | 3,322 | $260.1B |
| Q1 2025 | 3,215 | $231.2B |
| Q4 2024 | 3,277 | $247.3B |
| Q3 2024 | 2,989 | $220.6B |
| Q2 2024 | 2,956 | $224.3B |
| Q1 2024 | 2,925 | $213.8B |
| Q4 2023 | 2,860 | $188.1B |
| Q3 2023 | 2,625 | $150.9B |
| Q2 2023 | 2,652 | $158.0B |
| Q1 2023 | 2,665 | $157.5B |
| Q4 2022 | 2,723 | $186.9B |
| Q3 2022 | 2,606 | $169.7B |
| Q2 2022 | 2,648 | $173.8B |
| Q1 2022 | 2,796 | $231.9B |
| Q4 2021 | 2,791 | $254.9B |
| Q3 2021 | 2,500 | $248.4B |
| Q2 2021 | 2,495 | $249.6B |
| Q1 2021 | 2,479 | $237.1B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Bank of America Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NorthCoast Asset Management LLC | 206,020 | $8.75M | 0.32% | −4,830−2.3% | Reduced |
| Northeast Investment Management | 205,723 | $8.73M | 0.47% | +832+0.4% | Added |
| Icon Advisers Inc | 205,615 | $8.73M | 1.48% | −70,200−25.5% | Reduced |
| Cumberland Partners Ltd | 205,440 | $8.72M | 0.71% | −720−0.3% | Reduced |
| Pavion Blue Capital, LLC | 205,046 | $8.70M | 5.41% | −805−0.4% | Reduced |
| Campbell Capital Management Inc | 204,083 | $8.66M | 3.80% | +20,100+10.9% | Added |
| Evercore Wealth Management, LLC | 202,262 | $8.59M | 0.16% | −7,976−3.8% | Reduced |
| Kings Point Capital Management | 201,978 | $8.57M | 0.77% | +186,303+1,188.5% | Added |
| Cambridge Financial Group, Inc. | 201,722 | $8.56M | 3.77% | −5,037−2.4% | Reduced |
| Aristotle Atlantic Partners, LLC | 201,074 | $8.54M | 0.56% | +8,732+4.5% | Added |
| Searle & Co. | 201,060 | $8.54M | 3.50% | 00.0% | Unchanged |
| Rench Wealth Management, Inc. | 200,655 | $8.52M | 4.23% | −4,565−2.2% | Reduced |
| 7G Capital Management, LLC | 200,000 | $8.49M | 6.58% | 00.0% | Unchanged |
| Allied Investment Advisors, LLC | 199,445 | $8.47M | 3.20% | −574−0.3% | Reduced |
| Grimes & Company, Inc. | 198,051 | $8.41M | 0.37% | +5,784+3.0% | Added |
| Montgomery Investment Management Inc | 197,763 | $8.39M | 3.13% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 197,258 | $8.37M | 0.17% | +28,624+17.0% | Added |
| Nomura Holdings Inc | 200,874 | $8.37M | 0.06% | −213,541−51.5% | Reduced |
| Sigma Planning Corp | 196,777 | $8.35M | 0.25% | +3,348+1.7% | Added |
| Moreno Evelyn V | 196,455 | $8.34M | 1.96% | +6,483+3.4% | Added |
| Financial Avengers, Inc. | 196,249 | $8.33M | 5.57% | +2,227+1.1% | Added |
| Pictet & Cie (Europe) SA | 195,838 | $8.31M | 0.31% | −17,233−8.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 192,390 | $8.17M | 0.05% | −48,114−20.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 192,277 | $8.16M | 0.86% | −3,994−2.0% | Reduced |
| Capula Management Ltd | 192,158 | $8.16M | 0.63% | +68,817+55.8% | Added |
| Redpoint Investment Management Pty Ltd | 191,664 | $8.14M | 0.69% | −6,217−3.1% | Reduced |
| Huber Capital Management LLC | 191,310 | $8.12M | 2.10% | +11,100+6.2% | Added |
| Siemens Fonds Invest GmbH | 191,120 | $8.11M | 0.54% | +8,083+4.4% | Added |
| Laurel Wealth Advisors LLC | 190,590 | $8.09M | 1.84% | −3,037−1.6% | Reduced |
| Icon Wealth Partners, LLC | 189,521 | $8.04M | 0.86% | −45,831−19.5% | Reduced |
| Avantax Advisory Services, Inc. | 189,622 | $8.03M | 0.13% | +12,341+7.0% | Added |
| Aptus Capital Advisors, LLC | 189,080 | $8.03M | 0.32% | +28,172+17.5% | Added |
| SG Americas Securities, LLC | 188,858 | $8.02M | 0.04% | −401,727−68.0% | Reduced |
| Harvey Capital Management Inc | 188,495 | $8.00M | 2.74% | +10,200+5.7% | Added |
| Bedell Frazier Investment Counseling, LLC | 188,335 | $8.00M | 2.20% | −2,281−1.2% | Reduced |
| One Capital Management, LLC | 187,987 | $7.98M | 0.66% | −2,029−1.1% | Reduced |
| Erste Asset Management GmbH | 185,109 | $7.97M | 0.16% | +23,147+14.3% | Added |
| Sumitomo Life Insurance Co | 186,718 | $7.93M | 0.21% | −11,083−5.6% | Reduced |
| National Asset Management, Inc. | 185,885 | $7.89M | 0.25% | +2,292+1.2% | Added |
| D L Carlson Investment Group Inc | 185,815 | $7.89M | 1.37% | +1,950+1.1% | Added |
| R.m.sincerbeaux Capital Management LLC | 185,711 | $7.88M | 5.16% | −1,250−0.7% | Reduced |
| Resources Management Corp | 185,640 | $7.88M | 1.13% | +277+0.1% | Added |
| Webster Bank, N. A. | 184,503 | $7.83M | 0.87% | +3,616+2.0% | Added |
| Roanoke Asset Management Corp | 184,343 | $7.83M | 2.78% | 00.0% | Unchanged |
| Adviser Investments LLC | 183,977 | $7.81M | 0.58% | +2,830+1.6% | Added |
| Schnieders Capital Management LLC | 183,600 | $7.79M | 2.10% | +9,632+5.5% | Added |
| RPG Investment Advisory, LLC | 183,024 | $7.77M | 1.28% | +1,912+1.1% | Added |
| South Dakota Investment Council | 182,667 | $7.75M | 0.14% | −6,700−3.5% | Reduced |
| Rockland Trust Co | 182,644 | $7.75M | 0.54% | +9,317+5.4% | Added |
| Holloway Wealth Management, LLC | – | $7.65M | 2.33% | – | – |
| Advisory Services Network, LLC | 179,740 | $7.63M | 0.24% | +24,356+15.7% | Added |
| Carroll Financial Associates, Inc. | 178,653 | $7.58M | 0.42% | +4,801+2.8% | Added |
| Means Investment Co., Inc. | 177,945 | $7.55M | 1.49% | −1,736−1.0% | Reduced |
| Carret Asset Management, LLC | 176,926 | $7.51M | 0.90% | −6,696−3.6% | Reduced |
| Carlson Capital L P | 176,168 | $7.48M | 0.40% | +176,168 | New |
| Capstone Investment Advisors, LLC | 175,148 | $7.43M | 0.13% | +119,591+215.3% | Added |
| Wetherby Asset Management Inc | 174,874 | $7.42M | 0.46% | +842+0.5% | Added |
| Hendershot Investments Inc. | 174,838 | $7.42M | 1.40% | +166,179+1,919.1% | Added |
| Qube Research & Technologies Ltd | 174,287 | $7.40M | 0.09% | +174,287 | New |
| Moors & Cabot, Inc. | 174,509 | $7.39M | 0.46% | +2,249+1.3% | Added |
| Fagan Associates, Inc. | 173,602 | $7.37M | 1.60% | −75,043−30.2% | Reduced |
| North Star Investment Management Corp. | 171,338 | $7.27M | 0.59% | +869+0.5% | Added |
| McKinley Capital Management LLC /Delaware | 170,600 | $7.24M | 0.68% | −288,411−62.8% | Reduced |
| Boston Private Wealth LLC | 170,197 | $7.22M | 0.09% | −13,983−7.6% | Reduced |
| TD Private Client Wealth LLC | 169,413 | $7.19M | 0.31% | +650+0.4% | Added |
| Everence Capital Management Inc | 169,070 | $7.18M | 0.59% | −20,430−10.8% | Reduced |
| Hancock Whitney Corp | 168,553 | $7.16M | 0.25% | −66,729−28.4% | Reduced |
| River & Mercantile Asset Management LLP | 168,151 | $7.14M | 0.55% | −5,000−2.9% | Reduced |
| RPg Family Wealth Advisory, LLC | 167,762 | $7.12M | 3.00% | +2,236+1.4% | Added |
| Ferris Capital, LLC | 149,298 | $7.09M | 1.52% | +149,298 | New |
| We Are One Seven, LLC | 148,221 | $7.08M | 0.90% | +7,249+5.1% | Added |
| Stamos Capital Partners, L.P. | 166,150 | $7.05M | 3.94% | −510−0.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 164,927 | $7.00M | 0.47% | −4,057−2.4% | Reduced |
| Xcel Wealth Management, LLC | 164,825 | $7.00M | 2.03% | −318−0.2% | Reduced |
| Fiduciary Trust Co | 164,537 | $6.98M | 0.12% | −1,496−0.9% | Reduced |
| Chilton Capital Management LLC | 164,470 | $6.98M | 0.40% | +5,219+3.3% | Added |
| Integrated Wealth Concepts LLC | 163,817 | $6.95M | 0.23% | +28,409+21.0% | Added |
| SOL Capital Management CO | 163,167 | $6.93M | 1.38% | −2,275−1.4% | Reduced |
| Taylor Wealth Management Partners | 163,095 | $6.92M | 2.47% | +10,107+6.6% | Added |
| Woodstock Corp | 162,149 | $6.88M | 0.80% | −245−0.2% | Reduced |
| Bridge Creek Capital Management LLC | 161,821 | $6.87M | 2.56% | +985+0.6% | Added |
| Galvin, Gaustad & Stein, LLC | 160,290 | $6.80M | 0.66% | −7,885−4.7% | Reduced |
| Inlet Private Wealth, LLC | 159,790 | $6.78M | 1.82% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 159,663 | $6.78M | 0.39% | +7,441+4.9% | Added |
| Allworth Financial LP | 159,336 | $6.76M | 0.11% | +39,056+32.5% | Added |
| Hyman Charles D | 159,059 | $6.75M | 0.47% | −400−0.3% | Reduced |
| Fundamentun, LLC | 158,519 | $6.73M | 1.17% | +22,943+16.9% | Added |
| Snider Financial Group | 139,999 | $6.69M | 2.91% | +17,119+13.9% | Added |
| Rothschild Investment Corp | 157,311 | $6.68M | 0.56% | −9,420−5.6% | Reduced |
| Boyar Asset Management Inc. | 157,262 | $6.68M | 4.40% | −8,487−5.1% | Reduced |
| Banco Santander, S.A. | 157,078 | $6.67M | 0.04% | +31,797+25.4% | Added |
| Baldwin Brothers Inc | 156,382 | $6.64M | 0.74% | −496−0.3% | Reduced |
| Simmons Bank | 156,275 | $6.63M | 0.48% | +34,328+28.1% | Added |
| TownSquare Capital, LLC | 155,912 | $6.62M | 0.19% | +21,007+15.6% | Added |
| Trust Co of Vermont | 154,999 | $6.58M | 0.47% | +13,175+9.3% | Added |
| Kempner Capital Management Inc. | 154,144 | $6.54M | 3.73% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 152,753 | $6.48M | 3.30% | −14,683−8.8% | Reduced |
| Chicago Trust Co NA | 152,471 | $6.47M | 1.42% | +28,486+23.0% | Added |
| Hollencrest Capital Management | 152,182 | $6.46M | 0.58% | −315−0.2% | Reduced |
| Whalerock Point Partners, LLC | 151,913 | $6.45M | 2.50% | +1,872+1.2% | Added |